Lodestar Private Asset Management’s Palo Alto Networks PANW Stock Holding History

Lodestar Private Asset Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$348K	Sell	2,168 -555	-20%	-$93.2K	0.03%	177
2025 Q4	$502K	Buy	2,723 +175	+7%	+$35.3K	0.05%	152
2025 Q3	$519K	Buy	2,548 +840	+49%	+$161K	0.05%	146
2025 Q2	$350K	Sell	1,708 -758	-31%	-$141K	0.04%	174
2025 Q1	$421K	Sell	2,466 -28	-1%	-$5.18K	0.05%	152
2024 Q4	$454K	Hold	2,494	–	–	0.06%	145
2024 Q3	$426K	Hold	2,494	–	–	0.05%	147
2024 Q2	$423K	Hold	2,494	–	–	0.06%	142
2024 Q1	$354K	Buy	2,494 +100	+4%	+$15.8K	0.05%	159
2023 Q4	$353K	Sell	2,394 -28	-1%	-$3.74K	0.05%	154
2023 Q3	$284K	Buy	2,422 +28	+1%	+$3.31K	0.05%	158
2023 Q2	$306K	Buy	2,394 +48	+2%	+$5K	0.05%	161
2023 Q1	$234K	Buy	+2,346	New	+$199K	0.04%	178

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lodestar Private Asset Management's PANW Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Palo Alto Networks (PANW) stake by 20% in Q1 2026, selling an estimated $93.2K and leaving 2,168 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #177.

Lodestar Private Asset Management first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $519K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Lodestar Private Asset Management held 2,168 shares of Palo Alto Networks worth $348K as of Q1 2026.
Lodestar Private Asset Management sold 555 Palo Alto Networks shares in Q1 2026, an estimated $93.2K.
Palo Alto Networks made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #177 holding.
Lodestar Private Asset Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
Lodestar Private Asset Management's Palo Alto Networks position peaked at $519K in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.